Latest Analysis – Page 5
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AnalysisSan Franciso office market begins to unlock as sellers become ‘more realistic’
Blackstone’s discounted sale of North Park building reflects narrowing of bid-ask spread
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AnalysisGermany’s plan to boost investment in housing not enough, investors say
Government’s 14-point plan a step in the right direction, but unlikely to have immediate effect
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AnalysisInvestors target infrastructure for inflation protection and net zero
Cost-of-living crisis raises concerns over political/regulatory risks, survey and conference suggests
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AnalysisAPG launches CRREM-compliant listed property index for Dutch pension funds
Dutch investment manager creates passive solution to filter out poorly performing listed stocks
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AnalysisThames Water: Lessons of reputational risk for pension funds?
Institutional investors might change their perceptions of such ‘safe investments’ in the future
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AnalysisThames Water: Private equity model was allowed to ‘outflank the regulator’
Did the Ofwat’s approach encourage investors to increase leverage and reduce investment?
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AnalysisNet zero: Can institutional investors address the UK’s housing challenge?
If the UK is to reach net zero, it will need to do something about its swathes of inefficient housing
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AnalysisAnalysis: Infrastructure looks well placed amid inflation
What do higher-for-longer interest rates mean for infrastructure investments? Christopher Walker investigates
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AnalysisIPE Real Assets May/June 2023: Investors sit out the market
Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.
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AnalysisReal estate valuations: Where are the writedowns?
Why is real estate in continental Europe not correcting with the same speed as the UK? Christopher Walker delves into the inconsistent world of European valuations
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AnalysisWhat do interest rate rises really mean for real estate investors?
Moves by central banks this week could have implications for the asset class
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AnalysisMIPIM: It is not 2008, but 2023 is just as challenging
The mood in Cannes reflected the overwhelming array of uncertainties facing property investors
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AnalysisIPE Real Assets March/April 2023: Follow the data
CapitaLand Investment recently established its first China data centre development fund, raising S$530m (€372m) and seeding the vehicle with two projects in Greater Beijing that are expected to be worth S$1bn when completed.
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AnalysisIPE Real Assets January/February 2023: A natural progression
There is a growing sense that, as the institutional investment industry enters 2023, momentum is building in the world of natural capital, agriculture and forestry
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AnalysisUS real estate: ‘pencils sharpened, not pencils down’
PGIM Real Estate is forecasting a US recession for 2023, but that is not a reason to avoid the market
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AnalysisAnalysis: Is the UK’s net-zero review good news for infrastructure investors?
Institutional investment industry reacts to former energy minister Chris Skidmore’s proposals
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AnalysisRailpen refocuses residential investment strategy in wake of UK cladding crisis
Pension fund to ditch consumer-facing opportunities in favour of investments leased to corporate entities
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AnalysisIvanhoé Cambridge’s co-living ambitions
Canadian investors has big plans for sector following Cohabs investment
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AnalysisAnalysis: Does the UK pose an opportunity for real estate debt funds?
Banks are retrenching from the market, so alternative lenders could fill the gap. Lauren Mills and Richard Lowe report
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AnalysisA ‘watershed moment’ for real estate
The year 2022 will be looked back on as marking the end of a remarkable era for real estate
